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CIK: 0001694896
Total reported value
$18.8M
$18.8M
50 檔
324.3%
As reported in its official Q4 2025 Form 13F filing, Benson Investment Management Company, Inc.'s tracked investment portfolio stood at $18.8M with 50 total positions.
In Q4 2025, Benson Investment Management Company, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, MSFT, NVDA) accounted for 324.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SW
市值: $6.4M
Top Position Liquidated / Trimmed
GLD
前期市值: $14.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.40% | — | +1.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.30% | — | +3.06% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.02% | — | +1.11% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.50% | — | +1.50% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.05% | — | +2.19% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.88% | — | +2.74% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.81% | — | +1.14% | |
| 8 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.56% | — | +1.13% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.48% | — | +1.22% | |
| 10 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.44% | — | +1.05% | |
| 11 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.39% | — | +14.98% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.37% | — | +1.08% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 2.37% | — | +1.15% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.36% | — | +1.26% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 2.32% | — | +1.25% | |
| 16 | COF | Capital One Financial CORP | Stock-Financials | 2.31% | — | +2.23% | |
| 17 | L | Loews CORP | Stock-Financials | 2.26% | — | +1.23% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 2.24% | — | +1.03% | |
| 19 | KEYS | Keysight Technologies In | Stock-Tech | 2.24% | — | +1.01% | |
| 20 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 2.22% | — | — | |
| 21 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.22% | — | +1.10% | |
| 22 | LIN | Linde plc | Stock-Materials | 2.16% | — | — | |
| 23 | XYL | Xylem Inc | Stock-Industrials | 2.11% | — | +1.28% | |
| 24 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 2.10% | — | +14.38% | |
| 25 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.08% | — | — | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 2.07% | — | — | |
| 27 | AMRZ | Amrize Ltd | Stock-Materials | 2.05% | — | +1.39% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 2.04% | — | — | |
| 29 | JBL | Jabil Inc | Stock-Tech | 2.01% | — | — | |
| 30 | EQH | Equitable Holdings Inc | Stock-Financials | 2.00% | — | +15.48% | |
| 31 | TDY | Teledyne Technologies Inc | Stock-Tech | 1.98% | — | +1.33% | |
| 32 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 1.94% | — | — | |
| 33 | OKE | Oneok Inc | Stock-Energy | 1.94% | — | +2.24% | |
| 34 | BKH | Black Hills CORP | Stock-Utilities | 1.93% | — | +1.13% | |
| 35 | MET | Metlife Inc | Stock-Financials | 1.90% | — | +2.75% | |
| 36 | SNY | Sanofi-adr | Stock-Healthcare | 1.89% | — | — | |
| 37 | RGA | Reinsurance Group Of America | Stock-Financials | 1.82% | — | +1.27% | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 1.69% | — | +1.57% | |
| 39 | INTU | Intuit Inc | Stock-Tech | 1.44% | — | — | |
| 40 | ACM | Aecom | Stock-Industrials | 1.35% | — | +1.51% | |
| 41 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 1.34% | — | +1.29% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | — | — | |
| 44 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.41% | -2.52% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | — | — | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.20% | -12.18% | +16.68% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.17% | -1.02% | — | |
| 48 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.14% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | -0.78% | +17.29% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.6% | +1.05% | Add |
| 2 | AZNN | Astrazeneca Plc-spons Adr | +0.5% | +1.05% | Add |
| 3 | HIG | Hartford Insurance Group Inc | +0.4% | +14.98% | Add |
| 4 | KEYS | Keysight Technologies In | +0.4% | +1.01% | Add |
| 5 | COF | Capital One Financial CORP | +0.4% | +2.23% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.4% | +1.22% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.14% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | +1.26% | Add |
| 9 | ASML | ASML Holding N.V. | +0.3% | +1.25% | Add |
| 10 | AMZN | Amazon.com Inc | +0.3% | +1.50% | Add |
| 11 | SSNC | Ss&c Technologies Holdings | +0.3% | +14.38% | Add |
| 12 | AMRZ | Amrize Ltd | +0.3% | +1.39% | Add |
| 13 | BKH | Black Hills CORP | +0.3% | +1.13% | Add |
| 14 | BNY | Bank Of New York Mellon CORP | +0.2% | +1.13% | Add |
| 15 | AAPL | Apple Inc | +0.2% | +1.08% | Add |
| 16 | NEE | Nextera Energy Inc | +0.2% | +1.03% | Add |
| 17 | EQH | Equitable Holdings Inc | +0.2% | +15.48% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.2% | +1.15% | Add |
| 19 | L | Loews CORP | +0.2% | +1.23% | Add |
| 20 | RGA | Reinsurance Group Of America | +0.2% | +1.27% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.19% | Add |
| 22 | LHX | L3harris Technologies Inc | 0% | +1.10% | Add |
| 23 | MSFT | Microsoft CORP | -0.1% | +3.06% | Add |
| 24 | XYL | Xylem Inc | -0.1% | +1.28% | Add |
| 25 | META | Meta Platforms Inc-class A | -0.2% | +2.74% | Add |
| 26 | TDY | Teledyne Technologies Inc | -0.2% | +1.33% | Add |
| 27 | MSI | Motorola Solutions Inc | -0.3% | +1.57% | Add |
| 28 | ACM | Aecom | -0.4% | +1.51% | Add |
| 29 | GLD | Spdr Gold Shares | — | EXIT | Sold out |
| 30 | GLW | Corning Inc | — | EXIT | Sold out |
| 31 | SW | Smurfit Westrock Plc | — | NEW | New buy |
| 32 | DELL | Dell Technologies -c | — | EXIT | Sold out |
| 33 | LIN | Linde plc | — | NEW | New buy |
| 34 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 35 | CVS | Cvs Health CORP | — | NEW | New buy |
| 36 | BX | Blackstone Inc | — | NEW | New buy |
| 37 | JBL | Jabil Inc | — | NEW | New buy |
| 38 | HPE | Hewlett Packard Enterprise | — | EXIT | Sold out |
| 39 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 40 | SONY | Sony Group CORP - Sp Adr | — | NEW | New buy |
| 41 | SNY | Sanofi-adr | — | NEW | New buy |
| 42 | ZBH | Zimmer Biomet Holdings Inc | — | EXIT | Sold out |
| 43 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 44 | OC | Owens Corning | — | EXIT | Sold out |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. | — | EXIT | Sold out |
| 46 | INTU | Intuit Inc | — | NEW | New buy |
| 47 | DT | Dynatrace Inc | — | EXIT | Sold out |
| 48 | KEX | Kirby CORP | — | EXIT | Sold out |
| 49 | EEFT | Euronet Worldwide Inc | — | EXIT | Sold out |
| 50 | G | Genpact Limited | — | EXIT | Sold out |
According to official SEC Form 13F filings, Benson Investment Management Company, Inc. reported a total U.S. public equity portfolio value of $18.8M across 50 disclosed positions in Q4 2025.
During Q4 2025, Benson Investment Management Company, Inc.'s top holdings by market value included GOOG (6.4%)、MSFT (4.3%)、NVDA (4.0%). The largest single position, GOOG, represented 6.4% of total portfolio value.
In Q4 2025, Benson Investment Management Company, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 0 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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